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Streamline project setup with one-click templates. Save time, reduce repetition, and ensure consistency across your entire organization.
With smart templates, say goodbye to tedious setups and manual adjustments, and hello to a faster, more consistent project workflow.
Turn Existing Projects into Templates
Kickstart projects effortlessly by saving any existing project as a template. Say goodbye to repetitive setups and hello to consistency.
Start Anywhere
Initiate new projects right where you are in the system. No more back-and-forths, just straightforward action.
Combine Multiple Templates
Tackle complex projects by layering multiple templates for each stage. Customize your approach without breaking a sweat.
How Context Switching Leads to Lost Productivity
Turn a completed project into your next template.
Start a new project from template inside of sales, support or contact screens.
Inherit pre-filled data and auto-adjust due dates for today's timeline.
Yes, WORKetc allows you to create and customize project templates to fit your business needs. Save time by standardizing workflows, automating recurring tasks, and ensuring consistency across your projects.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.